U.S. Capital Wealth Advisors, LLC Capital Group Core Plus Income Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.03 Billion
  • Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 14,782 shares of CGCP stock, worth $329,047. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,782
Previous 15,173 2.58%
Holding current value
$329,047
Previous $350,000 6.29%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$22.13 - $23.17 $8,652 - $9,059
-391 Reduced 2.58%
14,782 $328,000
Q3 2024

Oct 22, 2024
BUY
$22.12 - $23.31 $7,365 - $7,762
333 Added 2.24%
15,173 $350,000
Q2 2024

Jul 11, 2024
BUY
$21.83 - $22.48 $323,957 - $333,603
14,840 New
14,840 $329,000
Q2 2023

Aug 04, 2023
BUY
$22.26 - $22.95 $1.26 Million - $1.3 Million
56,615 New
56,615 $1.26 Million

Others Institutions Holding CGCP

# of Institutions
222
Shares Held
115M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE PLUS INCOME

CGCP Quotes by TradingView
  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email